港股異動 | 濠賭股悉數下跌 新濠國際發展(0200.HK)跌逾3%領跌
格隆匯11月13日丨濠賭股悉數下跌,新濠國際發展(0200.HK)跌3.41%領跌,美高梅、金沙、永利澳門跌逾2%,銀娛、澳博控股跌逾1%。富瑞日前發研報指,預計11月澳門博彩總收入將按年下跌8%-12%,或是今年以來最大跌幅。基於中值計算,該結果低於2017年的水平並令人失望。11月初貴賓業務的每日交易量按年下滑30%-32%,該業務的疲弱僅小部分被強勁的大眾業務所抵銷,考慮到澳門新行政長官即將正式上任,12月博彩總收入也將反映波動性和不確定性。報告又指,行業的積極前景包括貴賓業務可能見底、遊客增速沒有放緩等,在長期更看好永利澳門和金沙中國。此外,花旗亦料澳門11月賭收按年跌8%至230億澳門元。
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